Latest Institutional Transactions on Ishares Tr (IYH)
This table provides information on the latest institutional transactions involving Ishares Tr (IYH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.7KNew |
$223K - $246K
|
3.7K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.65% |
$121 - $133
|
312
$19K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.4K- 5.39% |
$205K - $226K
|
59.7K
$3.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-122- 2.55% |
$7.36K - $8.1K
|
4.67K
$285K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
500+ 7.68% |
$30.1K - $33.2K
|
7.01K
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.05KNew |
$304K - $335K
|
5.05K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
261New |
$15.7K - $17.3K
|
261
$15.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
5.5K+ 34.84% |
$332K - $365K
|
21.3K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-955- 7.51% |
$57.6K - $63.4K
|
11.8K
$718K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-295- 5.48% |
$17.8K - $19.6K
|
5.09K
$310K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.33KNew |
$261K - $287K
|
4.33K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.57K- 4.97% |
$94.9K - $104K
|
30.1K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
300+ 150.0% |
$18.1K - $19.9K
|
500
$30.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-199- 2.2% |
$12K - $13.2K
|
8.84K
$540K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.1K+ 3.96% |
$3.68M - $4.05M
|
1.6M
$97.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
41+ 0.2% |
$2.47K - $2.72K
|
20.3K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-102K- 27.0% |
$6.13M - $6.75M
|
275K
$16.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-23- 0.22% |
$1.39K - $1.53K
|
10.4K
$636K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.12K+ 1.15% |
$67.5K - $74.3K
|
98.5K
$6.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-515- 2.28% |
$31K - $34.2K
|
22.1K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
110+ 0.11% |
$6.63K - $7.3K
|
103K
$6.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-210- 0.15% |
$12.7K - $13.9K
|
138K
$8.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.16K- 5.1% |
$70K - $77.1K
|
21.6K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-280- 1.64% |
$16.9K - $18.6K
|
16.8K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.7K- 8.19% |
$102K - $113K
|
19K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.21K+ 20.42% |
$73K - $80.3K
|
7.14K
$436K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-400- 5.83% |
$24.1K - $26.6K
|
6.46K
$394K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$190K - $209K
|
3.16K
$193K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.55K- 28.34% |
$516K - $568K
|
21.6K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-652- 14.49% |
$39.3K - $43.3K
|
3.85K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-432- 4.24% |
$26K - $28.7K
|
9.77K
$596K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.1K+ 14.05% |
$1.45M - $1.6M
|
196K
$11.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
68+ 0.85% |
$4.1K - $4.51K
|
8.04K
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
70New |
$4.22K - $4.65K
|
70
$4.27K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$60.3 - $66.4
|
10K
$613K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
119+ 0.96% |
$7.17K - $7.9K
|
12.6K
$766K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.38% |
$181 - $199
|
794
$48.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.03K+ 4.3% |
$303K - $334K
|
122K
$7.45M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
330New |
$19.9K - $21.9K
|
330
$20.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-964- 8.06% |
$58.1K - $64K
|
11K
$672K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
3.3K+ 5.37% |
$199K - $219K
|
64.7K
$3.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
378+ 4.3% |
$22.8K - $25.1K
|
9.16K
$559K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
223+ 140.25% |
$13.4K - $14.8K
|
382
$23.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.55K+ 86.59% |
$214K - $236K
|
7.65K
$467K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-876- 17.98% |
$52.8K - $58.1K
|
4K
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.5K+ 145.15% |
$392K - $432K
|
11K
$671K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-187- 2.39% |
$11.3K - $12.4K
|
7.64K
$466K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 1.73% |
$133K - $146K
|
125K
$7.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.01% |
$301 - $332
|
35.2K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-321- 10.0% |
$19.4K - $21.3K
|
2.89K
$176K
|